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Fund Allocations (Cumulative), 12/31/24

yogibearbullyogibearbull
in Fund Discussions
Fund Allocations (Cumulative), 12/31/24

Shift from stocks to money-market funds. The changes for OEFs + ETFs were based on a total AUM of about $39.69 trillion in the previous month, so +/- 1% change was about +/- $396.9 billion. Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 60.54%, Hybrids 4.24%, Bonds 17.58%, M-Mkt 17.64%
https://ybbpersonalfinance.proboards.com/post/1864/thread

Comments

  • WABACWABAC
    Wall Street wants that 17.64%.
  • BaluBalu
    edited January 31
    YBB, here or at your site, pl consider adding an extra line for previous reading for OEFs & ETFs right below the current reading.

    E.g.,

    "OEFs & ETFs: Stocks 60.54%, Hybrids 4.24%, Bonds 17.58%, M-Mkt 17.64%

    Allocation as of 11/30 -

    OEFs & ETFs: Stocks 61.41%, Hybrids 4.27%, Bonds 17.40%, M-Mkt 16.92%"

    Now, I see that is a huge change for equities, which could be a mixture of price appreciation plus change in fund flows (decrease in MM?). The reader can then go dig more for data on their own.
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